智通财经APP获悉，丘钛科技(01478)跌超3%，截至发稿，跌3.03%，报7.36港元，成交额988.69万港元。
消息面上，丘钛科技公布，2025年2月手机摄像头模组销量为2291.4万件，环比减少34%，同比减少18%；摄像头模组销售数量合计2391.1万件，环比减少33.4%，同比减少16.7%。公告称，摄像头模组产品销售数量环比减少主要是由于春节假期因素，同比减少主要是由于客户项目周期，以及集团继续专注于以中高端产品为核心的产品策略，减少了3200万像素以下摄像头模组项目的承接。
开源证券指出，2023H2以来，伴随下游去库存逐渐结束、行业竞争趋于理性、报价环境改善，同时受益于手机光学规格重回升级趋势驱动公司自身产品结构优化，公司摄像模组毛利率由2023H1的3.6%提升至2024H1的5.6%，该行预期2024H2公司摄像模组毛利率有望超过7%、其中手机模组毛利率约8%。展望2025年，国补刺激安卓中低端手机销量、有利公司产能稼动率提升，同时光学升级趋势或持续，潜望式和大相面有望向更低价位带下沉，公司手机模组毛利率有望进一步提升。
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